// Saturday, July 11 · Kansas City Region
Good morning, Jonathan.
Sold · YTD
$0.0M
0% of goal
Remaining to Goal
$0.0M
to hit your goal
YTD Sales vs. Annual Goal
$0.0M
of goal
Won YTD —
Forecast (warm) —
Remaining to Sell
—
Forecast (Warm)
—
Won + Warm
—
My Pipeline
$0.0M
+8.2%
Hot Deals
$0.0M
+8.1%
My Win Rate
0%
+3pt
Avg Deal Size
$0K
+6.2%
My GM %
0.0%
+0.6pt
Overdue: call Delaney Logistics
Champion gone dark · 46 days
Overdue
Overdue: drop-by — Midwestern Foods
Cadence slipped · treat due
Overdue
Site walk — Cerner cladding scope
North Kansas City · w/ estimator
9:30a
Proposal review call — Hallmark
Waterproofing · parking structure
11:00a
Follow-up email — Burns & McDonnell
Solar RFP clarifications
2:00p
Confirm Chiefs suite guests
3 seats open · Suite vs. Broncos
4:30p
Alerts
Delaney Logistics slipped to RED
46 days no touch · $280K at risk
Hail event — Lenexa, 1.75″
4 of your customers in footprint
Midwestern Foods → YELLOW
Cadence behind · treat drop due
Summit milestone: Hallmark
Crossed $1M TTM — notify them
Season Initiative
From Leadership
Team Goal · October
$28M to sell
$18.6M sold · 66%
$28M goal
$9.4M to go before the team hits their goal
Oct
12
Chiefs vs. Broncos — JR&CO Suite
Arrowhead · 3 of 12 seats open
Oct
16
Sporting KC — Owner's Club
Children's Mercy Park · 6 seats
Oct
22
KC Industrial Real Estate Expo
Booth #14 · JR&CO exhibiting
Nov
08
Royals Hot Stove — JR&CO Table
Kauffman Stadium · 8 seats
0
Active Jobs
0%
Avg Complete
$0.0M
Contract Value
0
Behind Schedule
Colorado 3
Florida 1
Kansas City 6
Active Jobs
Buc-ee's #82 KCK84%
Genesis of Denver North – Roofing66%
Traer Creek Apartments12%
St. Paul Catholic Church5%
Summit Truck Bodies Addition0%
Garmin Parking Expansion0%
Gordon Parks Ele – Cap I Reno0%
The Standard at Boulder0%
Pine Cover Stair Modification0%
0
Customers
$0.0M
Revenue Managed
Book Health
Green 31
Yellow 11
Red 5
Top Accounts · Expected Spend
Hallmark Cards$4.2M
Garmin International$3.1M
Cerner / Oracle Health$2.7M
NorthPoint Development$2.2M
Burns & McDonnell$1.9M
Calendar · Week Ahead
Open in Outlook Calendar →
Mon
30
10:00a
Pipeline review
Tue
1
8:30a
NorthPoint walk
1:00p
Garmin intro
Wed
2
11:00a
Cerner proposal
Thu
3
9:30a
Cerner site walk
11:00a
Hallmark call
4:30p
Suite guests
Fri
4
9:00a
Delaney recovery
2:00p
Burns solar RFP
Sat
5
Sun
6
12:00p
Chiefs suite
This Week
0 meetings scheduled
0
customer-facing
0
internal
0h
booked time
Look Ahead · Plan Now
Block time with your key accounts before the calendar fills.